PlanSource

PlanSource is a Web-based human resources and benefits administration company that provides benefits administration solutions for small and medium-sized businesses. It offers PlanSource, a benefits administration technology that automates various benefits transactions and connects with the insurance carriers and PlanSource Advantage, a carrier-sponsored benefits administration technology that is designed to reduce the costs of providing employee benefits for small businesses by streamlining the insurance procurement and administration functions. The company also provides PlanSource HR, a benefits content management system that is designed to equip benefits advisors with the content publishing technology to communicate human resources and benefits information to employees; and PayAdvantage HR, an integrated benefits administration, payroll, and content management system. In addition, its solutions simplify the buying, selling, and administering of employee benefits programs for small and medium-sized employers, as well as brings together brokers, insurance providers, employers, and employees by unifying data, managing benefit transactions, and educating employees through a self-service Website. The company was founded in 2002 is based in Orlando, Florida. As of January 2, 2008, PlanSource Holdings, Inc. is a subsidiary of CoAdvantage, Inc.

Jason Ersoff

Director, HRHQ Account Management

4 past transactions

Next Generation Enrollment

Acquisition in 2017
Next Generation Enrollment offers services to help automate the process of employee benefits administration, including total benefits outsourcing, call centers, ACA services, billing reconciliation and payment, employee communications, dependent eligibility audits and COBRA and consumer-driven health care account administration.

ClearBenefits

Acquisition in 2015
ClearBenefits, Inc. operates as an employee benefits software and services company. It offers end-to-end employee benefits automation and administration solutions, including CBesst, an employee self-service interface that provides access from Web-browser, automated benefits enrollment, and directory search; ClearAdmin, an interface to employers for eligibility processing, open enrollment tracking, and consolidated billing; ClearManage, a client relationship management and process automation system for employee benefits brokers; and ClearConnect, an external interface that connects ClearBenefits with third party vendors, such as insurance carriers, payroll vendors, TPA's, and human resource information systems. The company also provides integrated COBRA and flexible spending account administration services. ClearBenefits, Inc. was founded in 1999 and is based in Santa Clara, California.

BENU

Acquisition in 2015
BENU, Inc. is an innovator in software technology for payroll, benefits and human resources. The company's newest platform, syncHR, reinvents the management of HR, benefits and payroll with its single application and single database. SyncHR's event-driven software provides real-time transactions, reduces administrative effort, increases data quality, and provides a seamless user experience.

Instant Benefits Network

Acquisition in 2008
Instant Benefits Network is a provider of Web-based products and services for brokers in the small- and medium-sized business market.
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